LBTYK vs. UHAL
LBTYK (Liberty Global plc) and UHAL (U-Haul Holding Company) are both stocks. LBTYK operates in Entertainment (Communication Services), while UHAL operates in Rental & Leasing Services (Industrials). Over the past 10 years, LBTYK returned -4.26%/yr vs 6.45%/yr for UHAL. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
LBTYK vs. UHAL - Performance Comparison
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Returns By Period
In the year-to-date period, LBTYK achieves a -6.16% return, which is significantly lower than UHAL's 40.67% return. Over the past 10 years, LBTYK has underperformed UHAL with an annualized return of -4.26%, while UHAL has yielded a comparatively higher 6.45% annualized return.
LBTYK
- 1D
- 1.17%
- 1M
- -4.95%
- 6M
- -6.50%
- YTD
- -6.16%
- 1Y
- -3.54%
- 3Y*
- 0.27%
- 5Y*
- -5.93%
- 10Y*
- -4.26%
- ALL TIME*
- 3.71%
UHAL
- 1D
- -0.06%
- 1M
- 4.93%
- 6M
- 25.39%
- YTD
- 40.67%
- 1Y
- 24.16%
- 3Y*
- 5.51%
- 5Y*
- 3.86%
- 10Y*
- 6.45%
- ALL TIME*
- 12.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
LBTYK Liberty Global plc | $16.57M | $12.41M | $13.78M |
| $11.25M | $12.17M | $14.39M |
LBTYK vs. UHAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | -6.16% | -15.98% | 34.64% | -4.07% | -30.83% | 18.77% | 8.49% | 5.62% | -39.01% | 13.94% |
UHAL U-Haul Holding Company | 40.67% | -27.04% | -3.77% | 19.29% | -17.05% | 60.36% | 21.49% | 15.01% | -12.81% | 2.94% |
Correlation
The correlation between LBTYK and UHAL is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2005 | 0.33 |
The correlation between LBTYK and UHAL shifts across timeframes, from 0.22 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LBTYK:
$3.53B
UHAL:
$13.86B
LBTYK:
-$8.45
UHAL:
$0.94
LBTYK:
0.75
UHAL:
2.30
LBTYK:
0.38
UHAL:
1.79
LBTYK:
$4.88B
UHAL:
$6.04B
LBTYK:
$2.80B
UHAL:
$5.79B
LBTYK:
-$1.03B
UHAL:
$1.35B
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Return for Risk
LBTYK vs. UHAL — Risk / Return Rank
LBTYK
UHAL
LBTYK vs. UHAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYK) and U-Haul Holding Company (UHAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LBTYK | UHAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.15 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 0.78 | -0.73 |
| Martin ratioReturn relative to average drawdown | 0.13 | 2.00 | -1.87 |
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Drawdowns
LBTYK vs. UHAL - Drawdown Comparison
The maximum LBTYK drawdown since its inception was -78.54%, smaller than the maximum UHAL drawdown of -96.19%. Use the drawdown chart below to compare losses from any high point for LBTYK and UHAL.
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Drawdown Indicators
| LBTYK | UHAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.54% | -96.19% | +17.65% |
Max Drawdown (1Y)Largest decline over 1 year | -24.31% | -29.12% | +4.81% |
Max Drawdown (3Y)Largest decline over 3 years | -36.38% | -46.19% | +9.81% |
Max Drawdown (5Y)Largest decline over 5 years | -46.04% | -46.19% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -59.81% | -46.19% | -13.62% |
Current DrawdownCurrent decline from peak | -54.61% | -9.55% | -45.06% |
Average DrawdownAverage peak-to-trough decline | -30.64% | -28.56% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.52% | 11.29% | -1.77% |
Volatility
LBTYK vs. UHAL - Volatility Comparison
Liberty Global plc (LBTYK) has a higher volatility of 9.41% compared to U-Haul Holding Company (UHAL) at 7.37%. This indicates that LBTYK's price experiences larger fluctuations and is considered to be riskier than UHAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBTYK | UHAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 7.37% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 26.45% | 28.79% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.69% | 33.99% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.94% | 30.40% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.57% | 29.65% | +1.92% |
Dividends
LBTYK vs. UHAL - Dividend Comparison
Neither LBTYK nor UHAL has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.57% |
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.00% | 769.35% | 0.21% | 0.55% | 0.40% | 0.46% | 0.66% | 0.54% | 1.28% |
Financials
LBTYK vs. UHAL - Financials Comparison
This section allows you to compare key financial metrics between Liberty Global plc and U-Haul Holding Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
LBTYK and UHAL have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBTYK has higher volatility (9.41%) compared to UHAL (7.37%). In terms of maximum drawdown, LBTYK dropped -78.54% vs UHAL's -96.19%.
UHAL currently has the higher Sharpe Ratio (0.67 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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